Tim Ghriskey

BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability.

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

Inverness Counsel aims to generate wealth enhancement and superior performance for their clients over the long-term. The firm’s actively managed fixed-income and/or equity investment advisory services are driven by fundamental securities analyses. Various analytical tools are used and applied by Inverness’s personnel. Inverness Counsel seeks to identify and purchase high-quality investments for its clients and hold them for significant periods.

Ingalls & Snyder is a long-term investor that uses bottom-up research to examine balance sheets valuations and possible risk/return ratios. The firm constructs portfolios for clients based on their own fundamental research and securities analysis, and invest across multiple asset classes, including US and global equities, taxable and tax-exempt bonds, listed options, private placements, exchange traded funds and mutual funds.

Functions as a College/University

SAM is a low-beta, high-alpha, all-cap, core US equity investment manager. The firm seeks to invest in securities that offer the greatest potential for growth per unit of value across the spectrum of economic sectors and market-caps. They look for securities that exhibit the most attractive future growth potential relative to current valuation. Within prudent risk/diversification guidelines, SAM's approach tilts a portfolio's sector and market-cap exposure based on changes in corporate, economic and financial market trends.

Functions as a College/University